People Moves

CliftonLarsonAllen Wealth Advisors Makes Senior Hire In Phoenix

Eliane Chavagnon Deputy Editor - Family Wealth Report 26 August 2013

CliftonLarsonAllen Wealth Advisors Makes Senior Hire In Phoenix

CliftonLarsonAllen Wealth Advisors, a wholly-owned subsidiary of CliftonLarsonAllen, has named George Hostal as a senior wealth advisor in Phoenix, AZ.

Hostal has nearly 20 years of experience in the financial services industry and specializes in investments. He began his career at Bank One Trust Company.

During his time with Bank One, Hostal helped consolidate the private banking, trust and investment management businesses - a move designed to better serve the asset management and estate and planning needs of high net worth clients.

He has also previously worked as a managing director at JP Morgan in Louisiana, and as a senior vice president and portfolio manager at First Western Trust in Arizona.

CliftonLarsonAllen Wealth Advisors is an SEC-registered investment advisor which offers private wealth advisory services including wealth management and investment planning; financial and retirement planning; estate, gift, and income tax planning; and divorce financial planning and business succession planning, among other services.

The firm’s wealth advisory practice has around 100 professionals who advise or consult on $3 billion in total client assets.  

Dominic Zamora, southwest regional managing partner, CLA Wealth Advisors, noted that the firm is experiencing heightened growth in Arizona and throughout the southwest.

 

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